WorkSave Pension Trust

It offers a range of investment options as well as tailored servicing.

Your client as trustees will be responsible for the overall running of the scheme. This means that they’ll be actively involved in the management of the scheme and you’ll be able to work with them to make key decisions such as choosing the investment strategy.

Members' benefits:

Online access for employees allowing them to view their savings, change funds and update their details whenever they want in the years before they start accessing their pension pot

A range of online member education and other useful tools to help manage their workplace pension

An online financial wellbeing hub to further enhance our innovative, member engagement proposition and the development of our ongoing, digital, customer journey. Achieved using the agile methodology and ongoing research to deliver a needs-based approach with regular content refresh

Retirement options

Flexi-access drawdown:

Yes - at the Trustees' discretion

Cash lump sum:

Full - Yes at the Trustees' discretion (25% tax free with 75% as taxable income)

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Disclaimer

This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.